AXA Ethical Distribution

A fund that looks to invest in both UK equities alongside UK government bonds to mitigate risk.

Overview

The fund will allocate between UK Government Bonds (also known as Gilts) and equities. Stocks are selected from a universe that is constrained not just by taking out companies with a negative social impact (e.g. armaments, tobacco, mining) but also invest in companies with a positive impact to environment or society. We like the fund as it has delivered very steady returns and offered decent downside protection.

Fund type: Asset class: Sector:
Unit Trust Mixed Equity 20-60%
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Fund Manager: Jim Stride & Matthew Huddart

Jim became a managing director in 1997 and head of UK Equities in 2006, after joining AXA as a Fund manager in 1981. His investment experience totals over 35 years across a range of asset classes and portfolios, and is responsible for AXA’s Distribution funds.

Matthew is a portfolio manager in the Framlingon equity team responsible for UK distribution strategies. Previously at AXA IM, Matthew worked as an analyst covering insurance, financials and real estate. He joined AXA IM in 2000 as a research assistant and started his investment career in 1998. Matthew has a BSc. in Mathematics and is also a CFA charterholder

Fund Group: AXA Investment Managers

AXA Investment Managers is one of the largest global asset managers, with assets under management of €746 billion (as of December 2017). It was founded in 1994 and has run a full range of products since, and is wholly owned and supported by the AXA Group. The group manages a full spectrum of products including equities, fixed income, alternatives and property.